Growth Metrics

Virtus Investment Partners (VRTS) Tax Provisions (2010 - 2026)

Virtus Investment Partners posted quarterly Tax Provisions of $7.2 million for Q1 2026, down 42.09% year-on-year from $12.4 million in Q1 2025, and down 46.63% on a QoQ basis from $13.4 million in Q4 2025.

Virtus Investment Partners (VRTS) has 17 years of Tax Provisions data on file, last reported at $7.2 million in Q1 2026.

  • For the quarter ending Q1 2026, Tax Provisions fell 42.09% year-over-year to $7.2 million; the trailing twelve-month figure through Mar 2026 stood at $46.1 million (down 21.85% YoY), and the FY2025 full-year result was $51.3 million, down 7.51% from the prior year.
  • Tax Provisions for Q1 2026 stood at $7.2 million, down from $13.4 million in the prior quarter.
  • Across five years, Tax Provisions topped out at $19.0 million in Q4 2024 and bottomed at $7.2 million in Q1 2026.
  • The 5-year median for Tax Provisions is $12.4 million (2025), against an average of $12.7 million.
  • The widest annual swing landed in 2022, when Tax Provisions tumbled 58.35%; it then soared 43.28% in 2024.
  • A 5-year view of Tax Provisions shows it stood at $13.3 million in 2022, then advanced by 0.02% to $13.3 million in 2023, then jumped by 43.28% to $19.0 million in 2024, then retreated by 29.65% to $13.4 million in 2025, then slumped by 46.63% to $7.2 million in 2026.
  • The last three Tax Provisions figures came in at $7.2 million (Q1 2026), $13.4 million (Q4 2025), and $13.1 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Taxes (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 516.00 Mn
2 Blackstone 92.68 Bn 91.63 Bn - 197.15 Mn
3 Kkr 84.94 Bn 132.45 Bn - 185.39 Mn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 110.00 Mn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 1.69 Bn
6 State Street 44.42 Bn 18.75 Bn - 205.00 Mn
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 229.00 Mn
8 Northern Trust 31.21 Bn 31.21 Bn - 175.10 Mn
9 Ares Management 28.85 Bn 32.22 Bn - 59.87 Mn
10 Virtus Investment Partners 974.40 Mn 1.03 Bn 3.64 Mn 7.15 Mn

Historic Data

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DateValue
Mar 31, 2026 7.15 Mn
Dec 31, 2025 13.40 Mn
Sep 30, 2025 13.11 Mn
Jun 30, 2025 12.40 Mn
Mar 31, 2025 12.35 Mn
Dec 31, 2024 19.05 Mn
Sep 30, 2024 15.80 Mn
Jun 30, 2024 11.75 Mn
Mar 31, 2024 8.83 Mn
Dec 31, 2023 13.29 Mn
Sep 30, 2023 12.18 Mn
Jun 30, 2023 10.91 Mn
Mar 31, 2023 8.70 Mn
Dec 31, 2022 13.29 Mn
Sep 30, 2022 10.75 Mn
Jun 30, 2022 16.48 Mn
Mar 31, 2022 16.74 Mn
Dec 31, 2021 27.46 Mn
Sep 30, 2021 25.82 Mn
Jun 30, 2021 22.40 Mn
Mar 31, 2021 15.15 Mn
Dec 31, 2020 14.09 Mn
Sep 30, 2020 11.98 Mn
Jun 30, 2020 7.58 Mn
Mar 31, 2020 10.29 Mn
Dec 31, 2019 11.33 Mn
Sep 30, 2019 10.84 Mn
Jun 30, 2019 8.79 Mn
Mar 31, 2019 4.22 Mn
Dec 31, 2018 10.32 Mn
Sep 30, 2018 6.65 Mn
Jun 30, 2018 9.47 Mn
Mar 31, 2018 6.52 Mn
Dec 31, 2017 24.55 Mn
Sep 30, 2017 9.63 Mn
Jun 30, 2017 1.88 Mn
Mar 31, 2017 4.43 Mn
Dec 31, 2016 532,000.00
Sep 30, 2016 6.87 Mn
Jun 30, 2016 6.09 Mn
Mar 31, 2016 7.56 Mn
Dec 31, 2015 8.61 Mn
Sep 30, 2015 9.67 Mn
Jun 30, 2015 7.82 Mn
Mar 31, 2015 10.87 Mn
Dec 31, 2014 15.04 Mn
Sep 30, 2014 -1.81 Mn
Jun 30, 2014 12.11 Mn
Mar 31, 2014 14.01 Mn
Dec 31, 2013 14.44 Mn
Sep 30, 2013 12.57 Mn
Jun 30, 2013 9.32 Mn
Mar 31, 2013 8.45 Mn
Dec 31, 2012 -16.14 Mn
Sep 30, 2012 7.28 Mn
Jun 30, 2012 5.57 Mn
Mar 31, 2012 3.63 Mn
Dec 31, 2011 -132.04 Mn
Sep 30, 2011 -1.10 Mn
Jun 30, 2011 417,000.00
Mar 31, 2011 287,000.00
Dec 31, 2010 433,000.00
Sep 30, 2010 30,000.00
Jun 30, 2010 91,000.00